Case Study: Life Sciences SaaS EAM Company Coaching

Need/Goal: Founders desire to exit (sell) organization within 3 years

Investor/M&A activity in space driving interest to SaaS EAM software company, creating inquiries but failing to move past initial conversations. There is excitement in the space, but revenues too low and organization immature around the M&A process. The client wanted to help navigate this process, identify growth opportunities and ultimately position themselves to maximize exit.

Consulting Tasks/Deliverables:

  • Analyze existing overall organization: identify areas to fuel to top-line and ARR grow

  • Analyze software product line to maximize TAM/SAM penetration, compare with competition, identify must-have product features, quality of UI/UX and other overall assessment

  • Analyze market including competition – help develop improved go-to-market strategy, identify differentiators and other elements to assist with revenue growth. Help identify where the market is going and if organization/solutions are on the right path.

  • Identify areas to reduce growth frication, churn and identify improvements to promote and exponential scaled growth

  • Helped identify product and market opportunities to grow SAM - this organization was missing key SAM , identifying low-hanging key market opportunities

  • Analyzed and evaluated senior leadership to help identify quality and ability of team to grow and achieve goals

  • Coaching to help understand and navigate the M&A process

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